Annuities Representative (New Business) jobs in Santa Barbara, CA

Annuities Representative (New Business) is responsible for the annuities application process. Assists applicants and checks forms for completeness and accuracy. Being an Annuities Representative (New Business) ensures compliance with all regulations and keeps abreast of any changes to laws and regulations which pertain to annuities applications. Reviews all fund transfers such as tax-free fund transfers, direct transfers and direct rollovers for completeness and compliance. Additionally, Annuities Representative (New Business) is responsible for responding to inquiries from clients, agents, financial institutions and internal departments. May require a bachelor's degree or its equivalent. Typically reports to a supervisor or manager. Requires National Association of Securities Dealers (NASD) license. The Annuities Representative (New Business) works on projects/matters of limited complexity in a support role. Work is closely managed. To be an Annuities Representative (New Business) typically requires 0-2 years of related experience. (Copyright 2024 Salary.com)

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Business Development Representative
  • PayJunction
  • Santa Barbara, CA FULL_TIME
  • We are seeking a Business Development Representative who will be  responsible for scaling PayJunction’s revenue by increasing diversified demand, while providing exceptional service and building long-term, mutually beneficial relationships.

    Why PayJunction?

    PayJunction is relentless and emphatical about helping others.  We exist to drive the success of our partners.  Specifically, the developers who connect to us, businesses who process payments through us, and all of our team members who work with us at PayJunction.

    We believe dreams inspire people to start a business, and others to partner with them.  While building dreams, entrepreneurs and business professionals will face many challenges along the way. We believe great partners can make all the difference.

    We are your dream partner.  

    Your success is our success. 

    Our dream is to help you realize yours.

    We exist to drive the success of our partners.  We do this by fundamentally changing the way you transact with others.  We just happen to make great payment systems.  If you love helping others succeed, in a culture that celebrates perfecting your craft, consider partnering with us.

    Location

    PayJunction takes a Flex First approach to work environments. This means that our team members can choose to work from our Santa Barbara office or remotely from home. We ensure that everyone has the resources and equipment to work where they feel most productive. We trust our teams to make the best decision for their work environment. All PayJunction employees must reside in one of the following states: CA, CO, GA, IL, MN, NY, TX.   

    Mission

    The Sales Departments' mission is to scale PayJunction's revenue by increasing diversified demand to drive the acquisition of new customers and driving revenue expansion of current customers, while providing exceptional service and building long-term, mutually beneficial relationships. 

    Vision

    The Sales Departments' vision  is to become a best in class Sales Organization, consistently driving an increase in revenue while living by our Core Values on a daily basis. 

    Job Responsibilities

    • Identify high-quality leads through a series of qualifying questions
    • Generate new leads through outbound cold calling and emailing; manage inbound leads as well
    • Maintain a high call volume of 60 cold calls per day
    • Use our tech stack including Salesforce, LinkedIn Sales Navigator, and Outreach to properly note and manage accounts
    • Become an expert on our product and services to effectively demonstrate our value proposition
    • Perform additional duties and tasks deemed appropriate for position by supervisor
    • Full-time position, Monday through Friday, with working hours from 7am-4pm PST

    Skills & Requirements

    • Minimum 6 months customer-facing experience
    • Minimum 3 months phone/prospecting experience 
    • College Degree or Equivalent
    • Desire for continuous learning in the field of sales
    • Ability to quickly learn the tools and skills necessary to succeed in the business development representative role
    • Experience using standard office technology of various types in personal or professional life
    • Ability to build rapport and make connections with all types of personalities over the phone
    • Naturally competitive in nature while still being a team-player
    • Willingness to implement and give feedback
    • Good written and verbal communication skills.

    About PayJunction

    Founded in 2000 by three UCSB graduates, PayJunction has grown from a bootstrapped startup to a recognized and respected leader in the payments industry. PayJunction processes more than $12 billion dollars annually for thousands of businesses with solutions that make it easy to accept credit and debit card payments in-store, online, and on-the-go.

    Our people-first culture values long-term relationships over short-term profits. Honesty and integrity are part of every interaction with partners, customers and employees. We foster a collaborative work environment, where creative ideas are welcomed, teams are inspired, and success is celebrated. PayJunction is a place where you can find experienced mentors and supportive friends who are committed to your growth.

    Total Rewards Benefits

    • Health, dental, and vision paid 100% by company for you and your dependents
    • 401k with 6% match
    • FSA and Dependent Care FSA
    • Long-term & short-term disability coverage for you paid 100% by company
    • 8 paid company holidays per year
    • 2 paid floating holidays per year
    • 1 paid volunteer day per year
    • Paid Time Off
    • Home office equipment stipend
    • Annual Learning Stipend
    • Quarterly “fun budgets” for team bonding events
    • Opportunity to be part of a company that is changing a whole industry
    • Opportunity for growth within the company
    • Opportunity for remote, in-office, or hybrid work 

    Office Environment

    • The opportunity to choose the work environment that best suits you - remote, in-office, or hybrid.
    • All remote & hybrid team members can enjoy:
      • Company-provided equipment for your home office
      • An equipment allowance for home office essentials
      • Free instructor-led yoga classes via Zoom
      • The opportunity to work at one of Glassdoor's Top 30 Best Places to Work in the US, 2020!
    • Those who choose to come into the office can look forward to:
      • Bright and open offices in downtown Santa Barbara
      • Stocked snack kitchens 
      • Collaborative work spaces with Herman Miller chairs, height-adjustable desks, and a large 32-inch monitors
      • Dog-friendly office

    Company Values

    • Build the Dream
    • Put People First
    • Value Long Term Relationships Over Short Term Profit
    • Make it Simple
    • Be Data Driven
    • Own It

    Salary Range Transparency - The base salary for this role is $25/hour which annualizes to approximately $52,000.00 per year assuming normal 40 hour work weeks. The On-Target Variable earnings for this role is $10,080.00 per year with a Total On-Target Earnings of $62,304.00 per year.

    PayJunction is an equal opportunity employer. We strive to create a work environment where people from all backgrounds and identities thrive. We firmly believe that more diversity and inclusion in our workforce creates a stronger team, product, and culture.

    In compliance with federal law, all persons hired will be required to verify identity and eligibility to work in the United States and to complete the required employment eligibility verification document form upon hire. PayJunction reserves the right to conduct background and/or credit checks on all of its potential employees.

  • 20 Days Ago

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Business Development Representative
  • Stratus
  • Santa Barbara, CA PART_TIME
  • Company Overview:Stratus is a forward-thinking company dedicated to transforming the way businesses access pure drinking water. Our innovative water dispensers generate high-quality, sustainable water...
  • 5 Days Ago

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Business Development Representative
  • Impulse
  • Santa Barbara, CA FULL_TIME
  • We are looking for an energetic professional for our sales development role who is ready to jump in and help our company grow. You'll need strong persuasion skills to convert potential customer prospe...
  • 9 Days Ago

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Business Development Representative (Investment Management)
  • AppFolio
  • Santa Barbara, CA FULL_TIME
  • Hi, We’re AppFolio. We’re innovators, changemakers, and collaborators. We’re more than just a software company — we’re a cloud-based powerhouse that creates products to make our customers’ lives easie...
  • Just Posted

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Oracle BI Developer
  • Next Level Business Services, Inc.
  • Goleta, CA FULL_TIME
  • Company DescriptionNext Level Business Services, Inc. Job DescriptionRole: Oracle BI DeveloperLocation: Goleta, CADuration: 6 months Responsibilities:• Overall 6 years of OBIEE 11g/ 12c development ex...
  • 1 Month Ago

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Business Expert
  • Apple
  • Santa Barbara, CA FULL_TIME
  • Summary Posted: Apr 3, 2024 Role Number:114438148 Do you love to collaborate and help businesses thrive? At the Apple Store, you connect business professionals and entrepreneurs with the tools they ne...
  • 18 Days Ago

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0 Annuities Representative (New Business) jobs found in Santa Barbara, CA area

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Financial Representative
  • Modern Woodmen Of America
  • Santa Barbara, CA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/24/2024 12:00:00 AM

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Arborist Sales Representative
  • Bartlett Tree Experts
  • Santa Barbara, CA
  • **Title: Arborist Sales Representative** Location: Date Listed: 2/15/2022 Hire Type: Regular Full-Time Overview: If you ...
  • 4/24/2024 12:00:00 AM

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Sales / Marketing Representative
  • Public Works Marketing & Leasing, Inc.
  • Santa Barbara, CA
  • Job Description Job Description We are seeking a Sales Representative to join our industry-leading Team! You will become...
  • 4/24/2024 12:00:00 AM

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Customer Care Representative
  • Morphius Corp
  • Santa Barbara, CA
  • Must reside in California We are seeking employees to join our company in working remotely across California. Due to COV...
  • 4/23/2024 12:00:00 AM

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B2B Sales Representative
  • PeopleReady
  • Santa Barbara, CA
  • Job Description Job Description We’re searching for a sales superstar to help grow our business in the market. The ideal...
  • 4/23/2024 12:00:00 AM

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Member Services Representative
  • CenCal Health
  • Santa Barbara, CA
  • Job Details Job Location Main Office - Santa Barbara, CA Position Type Full Time Job Category Member Services Descriptio...
  • 4/22/2024 12:00:00 AM

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Financial Representative
  • Modern Woodmen of America
  • Santa Barbara, CA
  • The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial...
  • 4/21/2024 12:00:00 AM

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Customer Service Sales Representative
  • InsuraTec Services Group
  • Santa Barbara, CA
  • Customer Service Sales Representative Location: Remote, Virtual, Work From Home Experience Level: Entry-Level (No Experi...
  • 4/20/2024 12:00:00 AM

Santa Barbara (Spanish: Santa Bárbara) is the county seat of Santa Barbara County in the U.S. state of California. Situated on a south-facing section of coastline, the longest such section on the West Coast of the United States, the city lies between the steeply rising Santa Ynez Mountains and the Pacific Ocean. Santa Barbara's climate is often described as Mediterranean, and the city has been promoted as the "American Riviera". As of 2014, the city had an estimated population of 91,196, up from 88,410 in 2010, making it the second most populous city in the county after Santa Maria. The contig...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Annuities Representative (New Business) jobs
$48,245 to $59,698
Santa Barbara, California area prices
were up 2.5% from a year ago